Downloaded transactions into wrong account

When I download bank transactions, any transfers from checking to savings, show as transferring back into the same account. ie. checking into checking

Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Check your Renaming Rules and Memorized Payees to make sure that they are not causing this.
    A MP created from the savings account with [checking] as the category that is used by the Checking account download will create the transfer with  [checking] as the category.
    Personally, I always manually enter my transfers and then the downloads match to pre-existing transactions.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.